TSMC struggles to keep up with AI demand: ‘We can only support so much’
… While Wei said he’d “like” to raise TSMC’s prices, the company wouldn’t issue an abrupt increase like we’ve seen with DRAM and SSDs, as reported by Reuters. …
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Sony and TSMC are teaming up on image sensors.
… Link: Sony, TSMC plan new Japan joint venture for next-generation image sensors | https://www.reuters.com/world/asia-pacific/sony-tsmc-plan-new-japan-joint-venture-next-generation-image-sensors-2026-05-08/ | Reuters
Samsung is a $1 trillion company.
… Link: Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club | https://www.bloomberg.com/news/articles/2026-05-06/samsung-hits-1-trillion-valuation-joining-tsmc-in-elite-club | Bloomberg